Nutshell CRMReviews of nutshell.com

The non profit I work for uses this software (I have been working there for over 5 years) to have one place to track and follow up with people that are interested in knowing more about what we do (that hopefully leads to working with us). Once you understand what features are there, it is very easy to use. I am on and off Nutshell all day, and have to teach other teammates how to use it sometimes. The automations make it easy to communicate with your network once a new person drops into your pipeline. That takes one thing off of my plate, but still leaves a personal touch with the person on the other side of the email/text. Setting reminders (aka activities or tasks) keeps me on task without having to backtrack to figure out what my next step is. You just keep moving forward! And customer support is nice because if I have a FAQ, then the chat bot can answer it. The bot starts off by saying if you want to talk with a real person then say that and we will get you connected, so there is no waiting and being frustrated with a robot. If it wasn't for Nutshell, I would have to keep a separate document to keep tabs on hundreds of people at a time, continuously searching my email to see if the person responded or if I still hadn't responded yet, having a separate calendar just for reminders to follow up with people after a certain amount of time, etc. However, with Nutshell, that is for the most part automated and all in one place. It saves me hours in my work day. I can just start doing the task I am supposed to.

Came from Salesforce, and I'm never going back! This CRM is a fantastic value at its price. We were able to accomplish anything we have wanted without a single hiccup. The support staff is always coming from a solutions first upsell never mentality that is rare and greatly appreciated.

We’ve been using Nutshell CRM on and off for nearly a decade, and it continues to be a strong choice for marketing agencies. It’s easy to use, far more affordable than platforms like HubSpot or Salesforce, and doesn’t overwhelm users with features they’ll never touch. The mobile app is especially impressive — logging notes and updating deals immediately after meetings is fast and intuitive. Nutshell also does a great job with email and calendar integrations, which helps keep client communication organized without extra tools. For agencies working with small to mid-market clients, it’s a very solid CRM option.

Put simply, Nutshell is the most robust CRM. It works flawlessly. We tried other CRMs before and none of them have what Nutshell has. The cherry on top is Nutshell's great technical team, which is also not found in other CRMs.

Nutshell is very user friendly and easy to learn. This CRM is one of the most user friendly I have used

We receive Nutshell use as part of large agency agreement to a suite of various marketing platforms and tools. Excellent value for money. The fact that we can access landing page development, customer lead data, email development and management etc. quickly and easily within a great UX is awesome.

Nutshell has a very user friendly and intuitive user interface. The Sales Staff required very little training to get the system working. I especially like the numerous data points accessible VIA API. I also really like the Email response feedback. much more informative than a standard NDR report

Its simple to use, and straightforward. It integrates email and other platforms directly, making it easy to see responses from clients in one place. It also allows for a more collaborative sales process, as you can easily see which tasks your colleagues have completed and see their communication too.